What happens if someone claiming to be from the IRS calls our office line?

For Accounting Firms

Voksha handles this call like any other inbound call, answering, asking the caller's name and reason for calling, and routing based on what is configured, it does not have a way to independently verify IRS identity, and neither would a human receptionist taking the same call. What matters is how the firm configures escalation for calls identifying as government agencies or referencing a specific client case. The IRS very rarely initiates contact by phone for enforcement matters, most legitimate initial IRS contact comes by mail, so firms should train their script (and their staff generally) to treat unsolicited phone calls claiming IRS authority with appropriate caution, a real revenue officer or agent working an active case with your firm typically has a specific case reference, badge number, and prior written correspondence to reference, and a legitimate IRS Practitioner Priority Service call also has verifiable characteristics staff can confirm. For calls like this, the practical setup is to have Voksha capture the caller's stated name, agency, callback number, and reason for the call, then flag it for direct partner review rather than transferring live or providing any client information over the phone, since real IRS correspondence about a specific client should be verified through your firm's own established channels (checking Practitioner Priority Service directly, or confirming against known correspondence for that client) before any information is shared. This is standard practice for any inbound call requesting client information regardless of stated identity, the same caution that applies to phone-based social engineering attempts targeting accounting firms generally, and Voksha's role is simply to capture the details accurately and route the call for human verification rather than acting on the request itself.